SC
Samuel J. Catanese
WEALTH ADVISORS NETWORK
Johnstown, PA 15905
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CRD#: 4551802
SC
Professional summary
Samuel Joseph Catanese is a registered financial advisor currently at WEALTH ADVISORS NETWORK, INC. located in Johnstown, Pennsylvania.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Samuel has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
�?�Murtha Foundation, 216 Franklin St, Johnstown, PA 5/2010 as Treasurer/Board Member. NIR �?" 2/YR �?" 0/Trading. �?�Camp Catanese Foundation, Pheonix, AZ 3/2020 as Treasurer/Board Member. NIR �?" 50/YR �?" 0/Trading. �?�Owner of 2 rental units, Johnstown, PA 7/2020. NIR �?" 10/YR �?" 0/Trading. �?�Machia Vomano, 307 State St, Johnstown, PA 1/2000 as partner in real estate that CPA firm rents. NIR �?" 2/MO �?" 0/Trading. �?�Catanese Group 401k and Profit Sharing, 307 State St, Johnstown, PA 1/2020 as trustee of company retirement account. NIR �?" 40/YR �?" 0/Trading. �?�Trustee of D.L. ILIT, Johnstown, PA 1/2000. NIR �?" 1/YR �?" 0/Trading. �?�Trustee of J.A. Trust, Johnstown, PA 1/2000. NIR �?" 10/YR �?" 0/Trading. �?�Trustee of P.A. Trust, Johnstown, PA 1/2000. NIR �?" 10/YR �?" 0/Trading. �?�Trustee of B.A. Trust, Johnstown, PA 1/2000. NIR �?" 4/YR �?" 0/Trading. �?�Trustee of J.F.A. Trust, Johnstown, PA 1/2000. NIR �?" 4/YR �?" 0/Trading. �?�Trustee of M.S. Trust, Johnstown, PA 1/2000. NIR �?" 1/YR �?" 0/Trading. �?�Trustee of G.A ILIT and G&S ILIT, Johnstown, PA 1/2000. NIR �?" 1/YR �?" 0/Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Joseph Catanese's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 18, 2020 - Present
WEALTH ADVISORS NETWORK, INC.
Office #1: 307 State St, Johnstown, PA 15905RIA
CRD#: 113836
Johnstown, PA
Past
April 3, 2002 - November 8, 2004
SFC WEALTH ADVISORS, INC.
RIA
CRD#: 109129
JOHNSTOWN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTH ADVISORS NETWORK, INC.
BS&P WEALTH MANAGEMENT | WEALTH ADVISORS NETWORK, INC. | WEALTH ADVISORS - NEBRASKA, INC. | LAUREL VALLEY ADVISORS | CONTRYMAN WEALTH ADVISORS
CRD#: 113836 / SEC#: 801-112018
RIA
Registered Investment Advisory firm - (10/19/2017 Approved)Colorado
Registered Investment Advisory firm - (12/5/2017 Terminated)Nebraska
Registered Investment Advisory firm - (11/28/2017 Terminated)Texas
Registered Investment Advisory firm - (11/28/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(6/18/2020)
Current Firm
WA
WEALTH ADVISORS NETWORK, INC.
BS&P WEALTH MANAGEMENT | WEALTH ADVISORS NETWORK, INC. | WEALTH ADVISORS - NEBRASKA, INC. | LAUREL VALLEY ADVISORS | CONTRYMAN WEALTH ADVISORS
CRD#: 113836 / SEC#: 801-112018
RIA
Registered Investment Advisory firm - (10/19/2017 Approved)Colorado
Registered Investment Advisory firm - (12/5/2017 Terminated)Nebraska
Registered Investment Advisory firm - (11/28/2017 Terminated)Texas
Registered Investment Advisory firm - (11/28/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 Foundation Place Ste 100, Hastings, NE 68901
Mailing Address
Phone number
(402) 463-6769
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 788 |
| AUM (Assets Under Management) | $ 297,015,339 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
